Jo Gilbey

I have over 30 years’ experience in the financial services sector, having previously marketed to financial advisers in the UK and offshore whilst in a variety of senior roles. At Intelliflo I manage the B2B marketing strategy and planning, restructuring of the marketing function and budgets.

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Recent Posts

A recent survey* among users of Intelliflo’s Intelligent Office (iO) shows the majority of advisers run the risk of not meeting the May 2018 deadline for being compliant with the General Data Protection Regulation (GDPR).

Intelliflo has launched an Open API for its award winning business management system, Intelligent Office (iO), enabling its adviser and supplier partners to integrate their own solutions and processes fully with the data and functionality within iO.

Leading adviser management software provider Intelliflo has announced details of the investment providers who will feature in its Automated Advice Service when it launches this summer to clients of advisers using the Intelligent Office (iO) Personal Finance Portal (PFP).

This summer advisers using Intelliflo’s Personal Finance Portal (PFP) will have the option to interact digitally with their clients via virtual face-to-face meetings, thanks to an integration with SaleMove. This will allow them to securely share and view documents and other information in PFP, safe in the knowledge that all ‘conversations’ are automatically recorded against the client record in Intelligent Office (iO).

Intelliflo is launching a new training academy which offers users of its Intelligent Office (iO) software access to an enhanced range of training designed to maximise the benefits offered by the system.

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